Referencing Unrelated Data

[prices35]

Hi,

I am a newbie to DAX and I am working on Forecasting and need to reference the "TL APPROVALS" from the previous "Payment_No".  Everything I have tried has resulted in something similar to what you see in the "Last PMT Approvals" below.  Can someone please help me find a DAX formula that will work to give me the desired results I have placed in the last column of the table below?  TIA

Order Co DATE (Year)	Order Co MONTH	partner_prog_id	Payment_No	TL APPROVALS	Last PMT Approvals		I want the Last PMT Approvals to give these results
2015	05-MAY	1	0	1,312	1,832
			1	685	1,832		1,312
			2	314	1,832		685
			3	192	1,832		314
			4	143	1,832		192
			5	108	1,832		143
	05-MAY Total			2,754	1,832
	06-JUN	1	0	947	1,324
			1	537	1,324		947
			2	242	1,324		537
			3	145	1,324		242
			4	106	1,324		145
			5	77	1,324		106
	06-JUN Total			2,054	1,324		77
2015 Total				4,808	3,156
Grand Total				4,808	3,156

[samdthompson]

Looks like you have a join happening on date rather than payment number, hence the PMT approvals summing at a month level rather than a payment level.

Make a calculated column with a related() function to make sure the pmt approval data is coming across properly, and then make the measure based on that (more long winded but you know the join is working by seeing the column). You can then just sumx() to get latest pmt approvals.

[prices35]

Samdthompson,

I am really just trying to reference the response from the previous payment so if you are looking at the row with Payment_No 1 I could use a formula that would say =if(Payment_No 0 approvals = 0, 0, 1).  I have thought about using the approval date and just look back to last month but that doesn't work because Payment_No 0 is a 14 day trial.  That would mean looking back 1 month would give you approvals on Payment_No 0 and some of Payment_No 1.  Any suggestions?

Thanks!

[Eric_Zhang]

@prices35

To get the expected output, you can either create a new column in the "Data page" or in the "Edit query page".

Column = SUMX(FILTER(Sheet1,
	EARLIER(Sheet1[Payment_No])=Sheet1[Payment_No]+1
	&&
	EARLIER(Sheet1[Order Co DATE (Year)])=Sheet1[Order Co DATE (Year)]
	&&
	EARLIER(Sheet1[Order Co MONTH])=Sheet1[Order Co MONTH]
	&&
	EARLIER(Sheet1[partner_prog_id])=Sheet1[partner_prog_id]
)
,Sheet1[TL APPROVALS])

In Data page

In Edit quries